How AI is Enhancing the Human Side of Financial Advice

In a recent episode of Ensombl’s podcast, Principal Wealth Adviser Michelle Flanagan sat down with James Wrigley  to discuss how The Wealth Designers are using artificial intelligence and smart technology to elevate the advice experience — not replace it.

At The Wealth Designers, innovation is always in service of one thing: helping clients LIVE WELL™ . As Michelle explained, the firm’s approach to technology is guided by the belief that great advice should feel effortless for clients, without losing the personal touch that makes it meaningful.

“AI can’t replace empathy or understanding,” Michelle said. “But it can help us spend more time on the parts of advice that truly matter — the human conversations.”

The conversation explored:

How AI is helping The Wealth Designers streamline client engagement , from onboarding to documentation
Why automation allows advisers to focus on deeper relationships , not administration
How the firm ensures diverse client needs are met with consistency and care
The cultural shift required to embed technology without losing authenticity

Michelle also reflected on the future of advice — one where technology supports better decisions , stronger relationships, and more meaningful outcomes.

🎧 Listen to the full episode: AI in Advice with Michelle Flanagan